IVV icon

iShares Core S&P 500 ETF
IVV

Overview Fund Activity

2,706 hedge funds and large institutions have $240B invested in iShares Core S&P 500 ETF in 2023 Q2 according to their latest regulatory filings, with 146 funds opening new positions, 1,140 increasing their positions, 1,054 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,706
Holders Change
+44
Holders Change %
+1.65%
% of All Funds
42.67%
Holding in Top 10
879
Holding in Top 10 Change
+34
Holding in Top 10 Change %
+4.02%
% of All Funds
13.86%
New
146
Increased
1,140
Reduced
1,054
Closed
74
Calls
$460M
Puts
$181M
Net Calls
+$279M
Net Calls Change
+$143M

Top Buyers

1
Marshall Wace
Marshall Wace
United Kingdom
+$2.1B
2
Millennium Management
Millennium Management
New York
+$1.68B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$653M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$620M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$512M

Top Sellers

1
BlackRock
BlackRock
New York
-$1.54B
2
Bank of America
Bank of America
North Carolina
-$1.04B
3
JSTA
Japan Science & Technology Agency
Japan
-$961M
4
Citigroup
Citigroup
New York
-$750M
5
MYLI
Meiji Yasuda Life Insurance
Japan
-$436M
Name Holding Trade Value Shares
Change 		Shares
Change %
AHC
876
Anderson Hoagland & Co
Missouri
$11.3M -$116K -261 -1%
PCP
877
Proficio Capital Partners
Massachusetts
$11.2M +$4.07M +9,121 +57%
FFS
878
Founders Financial Securities
Maryland
$11.2M -$1.3M -2,909 -10%
Susquehanna International Group
879
Susquehanna International Group
Pennsylvania
$11.1M +$9.59M +21,519 +626%
MWP
880
MYCIO Wealth Partners
Pennsylvania
$11.1M -$64.2K -144 -0.6%
CPA
881
Capital Performance Advisors
California
$11.1M +$45.5K +102 +0.4%
CIAS
882
CBIZ Investment Advisory Services
Ohio
$11M -$914K -2,051 -8%
PGWM
883
Parisi Gray Wealth Management
New Jersey
$11M +$4.65M +11,303 +73%
TCWA
884
Ten Capital Wealth Advisors
Washington
$11M -$635K -1,425 -5%
OCM
885
Objective Capital Management
Ohio
$11M -$868K -1,948 -7%
AC
886
Avestar Capital
New York
$11M +$396K +888 +4%
OCM
887
Orion Capital Management
California
$11M -$251K -564 -2%
WWM
888
Wiser Wealth Management
Georgia
$11M +$229K +513 +2%
PPWM
889
PFG Private Wealth Management
Florida
$11M +$435K +976 +4%
SG Americas Securities
890
SG Americas Securities
New York
$10.9M +$10.9M +24,539 New
PVI
891
Pine Valley Investments
New Jersey
$10.9M -$521K -1,170 -5%
CTWM
892
Cherry Tree Wealth Management
Minnesota
$10.9M +$10.9M +24,495 New
PWM
893
Praetorian Wealth Management
California
$10.9M +$701K +1,573 +7%
PFA
894
Pure Financial Advisors
California
$10.8M -$249K -558 -2%
MPWT
895
MassMutual Private Wealth & Trust
Connecticut
$10.8M -$1.39M -3,124 -11%
RIM
896
Rakuten Investment Management
Japan
$10.8M -$1.14M -2,600 -10%
GFS
897
GYL Financial Synergies
Connecticut
$10.8M +$297K +667 +3%
PFS
898
Prospera Financial Services
Texas
$10.7M +$1.06M +2,369 +11%
MWM
899
McNaughton Wealth Management
California
$10.7M +$66.9K +150 +0.6%
ECM
900
Evergreen Capital Management
Washington
$10.6M +$8.52M +19,112 +403%
34 35
36
37 38